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Gap decreased slightly since my last Forecast with 19% behind APPLE and 7% behind MSFT but still long way to go.
Another visit of high Russian official, this time prime minister to Iran
https://www.aa.com.tr/en/asia-pacific/russian-premier-arrives-in-iran-s-capital-tehran-on-official-visit/3346305
Hovewer I still am sceptical if above equipment will arrive before 2/1/2025
It is highly unlikely at the time when Israel is bombing multiple locations in Middle east and timeframe for deescalation is too short.
Reducing for passage of time. I do not see much incentive for Huawei and China to invest into O-Ran initiative, but timeframe of the question is quite long and bar for Yes seams quite low as it is just announcment therefore I am close to consensus.